Estate planning can be difficult. In addition to the fact that it may bring up some uncomfortable feelings – like grappling with one’s mortality – there is also the fact that it can be a complex legal ...

Have you been asked to be a trustee or executor? A trustee or executor has substantial financial and legal liability, and the trust or estate will pay an attorney to guide them through the process. As ...

So, Aunt Jane just asked you to be the trustee of her trust. You were flattered and, of course, accepted. But what did you get yourself into? Too many consumers readily accept fiduciary appointments ...

Justin H. Brown, Brittany A. Yodis and George M. Riter Jr. (l-r) Justin H. Brown, Brittany A. Yodis, and George M. Riter Jr. Courtesy photos One of the most important decisions in estate planning is ...

Lawrence "Larry" Sprung is the founder and lead wealth advisor at Mitlin Financial, Inc®. Since establishing the firm in 2004, Larry has prioritized personalized financial planning for families. His ...

This is Part 1 of a series on inheritance and taxes. A loved one has passed away, and you’re an inheriting heir and maybe the estate executor or trustee to boot. What happens now tax-wise? Good ...

In the area of estate planning, the use of trusts has become so commonplace that most all estate plans utilize a trust in some manner. There are a wide variety of trusts in which practitioners utilize ...

MANHATTAN, NY, UNITED STATES, March 23, 2026 /EINPresswire.com/ — Executors and trustees responsible for administering modern estates are increasingly encountering ...

Most people are completely unaware of the heavy personal legal and financial responsibility they accept when they agree to serve as the executor of an estate or the trustee for a family trust. Once ...